Financial Services Manager

3 weeks ago

Ajax, Ontario, Canada Abler HD Canada INC Full time
Job Title: Financial Services Manager

We are seeking a highly skilled Financial Services Manager to join our team at Abler HD Canada INC. As a key member of our financial services team, you will be responsible for providing expert advice on trust account investments and identifying clients' financial goals and objectives.

Key Responsibilities:
  • Advise clients on trust account investments and develop financial plans to meet their needs.
  • Supervise staff and ensure that all financial transactions are accurately recorded and reported.
  • Analyze clients' financial records and make recommendations on cash management, insurance coverage, and investment planning.
  • Arrange for the sale of financial products and investments, and negotiate with corporations and government to determine the type and terms of new securities issues.
  • Prepare offering prospectuses for new issues of stocks and bonds, and negotiate mortgage loans on behalf of clients.
  • Administer estate, personal, charitable, corporate, and other types of trusts, and direct trust account investments.
  • Assist in the planning and execution of financial statement audits, and ensure that all financial records are accurate and up-to-date.
Requirements:
  • Bachelor's degree in a relevant field, such as finance or accounting.
  • 2 years to less than 3 years of experience in a related field, or equivalent experience.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and staff.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and make informed recommendations.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer:
  • A competitive salary and benefits package.
  • The opportunity to work with a dynamic and growing company.
  • A collaborative and supportive work environment.
  • Professional development opportunities to help you advance your career.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced financial services professional looking for a new challenge, please submit your application.

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